Joseph Lubin, the founder of Consensys, has stated the potential for Ethereum to experience rapid growth, estimating a possible increase in its price by 100 times due to mass adoption on Wall Street. According to the expert, Ethereum is capable of replacing Bitcoin as the primary “monetary base” of the modern financial system.
This is reported by Finway
The Future of Ethereum in the Financial Industry
Lubin emphasized that traditional financial institutions will soon be forced to transition to decentralized technologies. He believes that the launch of validators, participation in staking, integration of smart contracts, and the development of layer two solutions will make Ethereum a key platform for financial instruments. In his opinion, staking and DeFi infrastructure can replace most current fintech solutions used by banks.
The expert claims that it is precisely the decentralized nature of Ethereum that will allow it to become the foundation for a global financial system, leading to a sharp increase in demand for this asset. “Most likely, Ethereum will grow 100 times, possibly much more,” noted Lubin. He also agreed with Fundstrat Global Advisors managing partner Tom Lee, who predicts that the value of the Ethereum network will surpass that of Bitcoin.
“No one on the planet can currently imagine how large and fast a strictly decentralized economy, enriched with hybrid human-machine intelligence operating on decentralized trust software like Ethereum, can become. Trust is a new kind of virtual commodity. And Ethereum will ultimately surpass all other commodities on the planet,” said Lubin.
Current Market Dynamics and Prospects
Analysts note that the current market capitalization of Ethereum is approximately $539.6 billion, which is only a quarter of Bitcoin’s figure. However, Ethereum’s market share in the cryptocurrency market has already doubled since April 2025, reaching 14.3%.
Demand for Ethereum is increasing due to the rise in the volume of stablecoins in the network, which has exceeded $160 billion, double what it was at the beginning of 2024. In August, ETH demonstrated nearly a 19% increase, reaching a new historical high of $4956.
Hourly chart of ETH/USDT on Binance. Data: TradingView.
At the same time, at peak levels, the cryptocurrency was unable to hold its ground: at the beginning of September, the ETH price fell below $4400, and at the time of preparing this material, it stabilized at $4470.
Additionally, the recent launch of the Ethereum ETF demonstrated significant demand from institutional investors — over $1 billion was attracted to these funds within a week.